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ROI Financial Advisors’s American Superconductor AMSC Stock Holding History

ROI Financial Advisors’s Portfolio AMSC Stock Details AMSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$363K Buy
10,731
+598
+6% +$18.9K 0.22% 52
2025
Q4 		$292K Buy
10,133
+714
+8% +$30.9K 0.17% 57
2025
Q3 		$559K Buy
9,419
+2,298
+32% +$115K 0.33% 45
2025
Q2 		$261K Buy
+7,121
New +$175K 0.17% 59

Other funds holding AMSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
OAM
Oberweis Asset Management Lisle, Illinois $3.39B AUM 105.5% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

ROI Financial Advisors's AMSC Position: Q1 2026 in Review

ROI Financial Advisors increased its American Superconductor (AMSC) stake by 5.9% in Q1 2026, buying an estimated $18.9K and bringing the position to 10,731 shares worth $363K. The position accounts for 0.22% of the portfolio, ranked #52.

ROI Financial Advisors first reported a position in AMSC in Q2 2025 and has held it in 4 quarters since. The position peaked at $559K in Q3 2025. 244 funds tracked by Wall St. Rank hold AMSC as of Q1 2026.

  • ROI Financial Advisors held 10,731 shares of American Superconductor worth $363K as of Q1 2026.
  • ROI Financial Advisors bought 598 American Superconductor shares in Q1 2026, an estimated $18.9K.
  • American Superconductor made up 0.22% of ROI Financial Advisors's portfolio in Q1 2026, its #52 holding.
  • ROI Financial Advisors first reported a position in American Superconductor in Q2 2025 and has held it in 4 quarters since.
  • ROI Financial Advisors's American Superconductor position peaked at $559K in Q3 2025.
  • 244 funds tracked by Wall St. Rank held American Superconductor as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.